See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,910 | $57,281-87.9% | $86,612-92.0% | $75,163-90.8% |
| Participation rate | 92.6% | 63.2%+29.4pp | 71.7%+20.9pp | 67.2%+25.4pp |
| Annual return | 24.52% | 2670.75%-2646.2pp | 591.07%-566.5pp | 160.62%-136.1pp |
| Employer contribution / active EE | $3,296 | $2,314+42.4% | $3,022+9.0% | $2,670+23.4% |
| Participant deferral / active EE | $1,989 | $3,318-40.0% | $4,438-55.2% | $4,125-51.8% |
| Admin fee / account holder | $56 | $4,112-98.6% | $5,614-99.0% | $5,651-99.0% |